See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,692 | $47,479+175.3% | $62,929+107.7% | $82,448+58.5% |
| Participation rate | 44.1% | 66.9%-22.8pp | 73.1%-29.0pp | 68.1%-24.0pp |
| Annual return | 15.76% | 20.34%-4.6pp | 1063.93%-1048.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,161 | $1,885-38.4% | $2,505-53.7% | $2,551-54.5% |
| Participant deferral / active EE | $2,856 | $2,870-0.5% | $3,888-26.5% | $4,139-31.0% |
| Admin fee / account holder | $1,030 | $3,804-72.9% | $5,065-79.7% | $7,234-85.8% |